Effective Marketing Reports for Finance Clients

Everyone wants to get their money’s worth when it comes to collaborating with a marketing firm. But when you’re working with clients whose whole world is about money, the ability to tie data to dollars is especially crucial. There are certain nuances of the finance vertical that come into play when you report, and it’s important to be sensitive to rules and process, without ever losing sight of how everything affect the bottom line.
Digital marketing for clients in the finance industry often involves long turnaround times for copy approval, heavy regulations on what you can and can’t say in a web setting, and multi-step lead cycles for measuring return. However, clients in this realm can see great value from online efforts when they are done well.
Even when you have a solid plan to build a finance brand’s revenue online, you need to know how to report on the work you’ve done to prove success. Clients in every niche can love their data, but no one relates to numbers quite like clients in the finance world.
Clients in financial niches may include financial advisors, certified public accountants, mortgage brokers, insurance companies, and banks. While each of these may differ in end marketing goals, we’ll touch on a few crucial report elements that relate to anyone in the financial services realm.


Digital Marketing Reports for Finance Clients


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Megalytic Upgrade – March 2017

Users have been asking for customizable report colors for a while, and I’m delighted to announce that we have just released Report Themes to address that need.
Megalytic’s Report Themes enable you to customize the colors used in your reports. We provide several built-in themes to choose from. In addition, you can create your own themes, either by customizing ours, or by creating your own.



See our press release for more details.
In addition, we’ve packed a bunch of additional powerful improvements in to this upgrade:

  • Facebook Ads Filtering – We’ve added filtering to the Facebook Ads widgets. Have hundreds of campaigns in your Facebook Advertising account? No worries, now you can use filters to show users only the campaigns that you want them to see. You can also filter by Ad Set, Ad, and by certain metric values.
  • New AdWords Metrics – AdWords widgets now provide access to All conv. value, View-through conv., Quality Score, and Search Impression Share.
  • Support for AdWords expanded text ads.
  • Improved placement names for AdWords Mobile app ads.
  • Filtering of Image Ads (AdWords) based on the creative name.
  • AdWords filtering by Display Network dimensions (Placement, Keyword).
  • Reporting on AdWords Status (Enabled, Paused, Removed).
If you have any questions, please reach out to us via our support channel. Or, if you’d like to give Megalytic a try, sign up for our free 14 day trial.

Implementing Analytics with Google Tag Manager

You know you could be getting more insight from Google Analytics, but adding code to your website to track conversions and other statistics seems like a daunting task. Thanks to Google Tag Manager, it doesn’t have to be! Google Tag Manager exists to make analytics implementation easier, allowing you to add or update your website tags without having to involve your very-busy IT or development department. An easy process means a greater ability to track new campaigns and to collect the data you need.
This post introduces Google Tag Manager and explains how it can be used to ease the burden of managing tracking code, and to get more insight from Google Analytics.

Implementing Google Analytics with Google Tag Manager

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How Website Development and Hosting Companies Can Grow Business with Megalytic

Who doesn’t want a great website?
With practically every business seeking to establish an impressive web presence, building and hosting websites has become a major industry. This field employs over 127,000 individuals in the US alone, according to the Bureau of Labor Statistics. Developers, programmers and IT professionals are seeing the demand for their skills rise as digital needs become pervasive in nearly every vertical.
Website development companies typically seek to provide a brand with an online identity through a functional, well-designed website. However, many development companies are overlooking an opportunity to engage beyond the point of building and hosting websites. In this article, we’ll talk about opportunities to use analytics reporting to grow client relationships past web development and hosting services.


Website Development and Hosting Company


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Using the AdWords Report Editor to Optimize Campaigns

Humans are visual creatures. A widely cited statistic states that 65% of the population are “visual learners”. No wonder most people would agree with the colloquial wisdom that “a picture is worth a thousand words.”
Google gets that, and that’s why there are a number of great ways to use the AdWords Report Editor for both data analysis and client communication.
The Report Editor is perhaps one of the most underused features in AdWords. Rolled out toward the end of 2015, this tool allows you to analyze data within your account in a more visual, and sometimes more granular, view than the main reporting section can produce. In fact, you can even create some reports that previously required an export into Excel.
PPC managers can use the Report Editor in a number of ways to look at performance and use those metrics to optimize campaigns. In this article, we’ll walk through accessing this tool and using it to create some practical, and fascinating, reports.


AdWords Clicks by Country


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